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The usefulness of the Clients, Companies, and People Tools screens has been enhanced

  1. For all 3 of these screens the facsimile column has been removed

  2. Five new sortable columns have been added.
    • Last Contact.
    • Next Contact.
    • Last Comment.
    • Rank.
    • Owner
  3. Additional filters have been added to the top part of the screens.
    • Rank.
    • Owner.
    • Contact Owner.
    • Last and next contact dates.
  4. Additional filters have been added to the top part of the screens.

Tools \ Client Screen

  1. You can filter to specific client ranks which are defined on the client marketing tab.
  2. You filter down to clients whose last contact date, defined on on the client marketing tab, is on or after the specified date.
  3. You can then filter down to a specific to last contact date.
  4. You can filter down to clients owned by a specific broker.
  5. You can filter the contacts of clients down to those owned by a specific broker.
  6. You filter down to clients whose last next contact date, defined on on the client marketing tab, is on or after the specified date.
  7. You can then filter down to a specific to next contact date.
  8. The last comment made in CRM is displayed
  9. You can resize and reorder all of the columns and these settings will be stored in the database and used each time that you log into TFS. They are user specific.


Tools \ Companies Screen




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